Tuesday, March 27, 2012

Rebalance

I've just changed how retirement accounts and an annuity are invested. In general everything has done well year to date up about 15%. What aI did was try and get away from the bottom performing 50% of funds and change to some others. This meant getting rid of small cap and global real estate funds, focusing more on growth, technology, blue chips. I was tempted to chase performance of banking or aim for other sectors but figure I am really in similar well rounded funds with exposure to all many asset classes.

Monday, March 26, 2012